Finance Assistant jobs in United States, California, Los Angeles

This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.

Responsibilities:

• Manages client traffic, engaging and appropriately routing clients, and fosters client retention
• Manages business results through formalized management routines and coaching
• Creates a world class client experience environment
• Manages market-level initiatives prescribed by market leaders
• Drives operational excellence by engaging employees on business strategy
• Manages organizational priorities and effective execution

Required Qualifications:

• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​

Desired Qualifications:

• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience in mortgage, retail and/or hospitality
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC and loan Originators.

This job is responsible for managing a financial center (FC) in collaboration with senior team members, supporting the operational excellence of the FC and ensuring that all aspects run effectively and cohesively. Key responsibilities include overseeing of functions such as the smooth and efficient functioning of the teller line, day-to-day policy and procedure adherence, and improvement of financial center performance. Job expectations include ensuring that directives are implemented and taking up leadership responsibility for the financial center when teammates are absent.

Responsibilities:

• Required Qualifications:
• Is an enthusiastic, highly motivated self-starter with a strong work ethic and intense focus on results, acting in the best interest of the client
• Collaborates effectively to get things done, building and nurturing strong relationships
• Displays passion, commitment and drive to deliver an experience that improves our clients' financial lives
• Is confident in identifying solutions for clients based on their needs and can resolve problems independently or bring in others as needed
• Communicates effectively and confidently and is comfortable engaging all clients
• Has the ability to learn and adapt to new information and technology platforms
• Applies strong critical thinking and problem-solving skills to meet clients' needs
• Will follow established processes and guidelines in daily activities to do what is right for clients and the bank, adhering to all applicable laws and regulations
• Can manage complexity, prioritize tasks, delegate and execute in a fast-paced environment
• Can interpret performance results, find opportunities to drive success and hold others accountable to results
• Must be able to work weekends and/or extended hours and travel to any financial center location within a reasonable distance​

• Desired Qualifications:
• Experience in financial services and knowledge of financial services industry, products and solutions
• Experience in mortgage, retail and/or hospitality
• Experience working in an environment with individual and team goals where goals were routinely met or exceeded
• Bilingual skills

Skills:

• Coaching
• Customer Service Management
• Customer and Client Focus
• Performance Management
• Talent Development
• Business Operations Management
• Recruiting
• Result Orientation
• Risk Management
• Sales Performance Management
• Inclusive Leadership
• Leadership Development
• Prioritization
• Problem Solving
• Referral Management

Minimum Education Requirement:High School Diploma / GED / Secondary School or equivalent

Origination

• Municipal Products - Public Finance

WHAT THE PROGRAM OFFERS

Analysts, depending on the Division and Group they are assigned to, assume significant responsibility that may include:

• Understanding each clients' investment strategy and risk appetite to build a long-term relationship with Wells Fargo Corporate & Investment Banking
• Assisting the trading desk in managing risk
• Supporting senior sales representatives in building relationships with our clients
• Pricing and structuring customized investment strategies using conventional cash and derivative products for institutional investors
• Assisting with executing and booking trades
• Using risk management tools to monitor trading positions and risk
• Identifying broader market trends to support the sales and trading desk
• Preparing research and strategy presentations
• Assist in providing analysis for accounts upon request

In this role, you will:

• Assist in the booking and management of the desk’s daily trades, as well as working with the experienced traders in pricing, executing and hedging the risk positions from derivative transactions with our clients
• Identify the market trends
• Support the daily business of trading, risk management, modeling and market-making
• Be mentored by more experienced leaders in the trading and management of portfolios of financial and physical swaps, futures, options and other derivatives, as well as fundamental analysis, the art of market making and game theoretical aspects of market behavior
• Collaborate and consult with internal partners and interact with clients

Ideal Candidate for this role:

• Strong knowledge and understanding of financial markets
• Outstanding problem solving and decision-making skills
• Good quantitative analysis skills including statistics
• Strong analytical skills with high attention to detail and accuracy
• Ability to be proactive, innovative and creative in meeting customer and enterprise needs
• Knowledge and understanding of capital markets or trading
• Ability to interact with integrity and a high level of professionalism with all levels of team members and management

• Energetic self-starter who proactively takes initiative, remains curious and has a genuine interest in learning and growth

This is a 2 year program with a program start date of July 2026.

Pay Range:

• Los Angeles: $110,000 Annually
• May be considered for a discretionary bonus, Restricted Share Rights or other long-term incentive awards.

REQUIRED QUALIFICATIONS:

• 6+ months of Securities Sales Trading experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education

DESIRED QUALIFICATIONS:
Analysts must demonstrate a combination of academic aptitude, quantitative skills and personal motivation. It is strongly preferred that your background include:

• Currently pursuing a bachelor’s degree with an expected graduation date between December 2025 –June 2026
• Excellent verbal, written, and interpersonal communication skills
• Ability to work effectively, as well as independently, in a collaborative, change driven environment
• Intermediate Microsoft Office (Word, Excel, Outlook, and PowerPoint) skills
• Involvement in extracurricular enrichment activities through one or more of the following: volunteerism, student organization involvement, study abroad program(s), leadership position(s), non-profit involvement
• Pursuing a bachelor’s degree. All majors are welcome.
• Demonstrated knowledge, interest and/or experience with financial markets, banking, or financial services industry.

JOB EXPECTATIONS:

• Registration for FINRA Series 7 must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted.
• Registration for Securities Industry Essentials (SIE) exam must be completed within 90 days of hire date if it is not available for transfer upon hire. FINRA recognized equivalents will be accepted

Pay Range

Wells Fargo Recruitment and Hiring Requirements:

b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Leverage your deep technical expertise and leadership to guide cutting-edge projects, fostering growth and innovation in a dynamic environment.

As a Lead Technical Program Manager in Global Technology and Infrastructure Platforms, you will drive the successful delivery of complex technology projects and programs that will help reach business goals across the firm. Leveraging your deep knowledge of technical principles, practices, and theories is essential for developing innovative solutions, while simultaneously effectively managing resources, budgets, and high-performing teams. Your strong analytical reasoning and adaptability skills will enable you to navigate through ambiguity and change, ensuring that technology initiatives align with business goals. With advanced communication and stakeholder management abilities, you will foster productive working relationships and influence decision-making to achieve mutually beneficial outcomes. As a subject matter expert in technology infrastructure project management, you will contribute to the development of operational plans and risk management strategies, ensuring the highest quality and professionalism in service delivery.

Job responsibilities

• Develop and execute comprehensive project plans, incorporating technical requirements, resource allocation, and timelines to ensure on-time delivery of technology solutions.
• Identify and mitigate risks, proactively addressing potential roadblocks and implementing contingency plans to maintain project and program momentum.
• Collaborate with cross-functional teams, including engineering, product, and business stakeholders, to define project scope, objectives, and deliverables, ensuring alignment with overall business goals.
• Assess program performance, identify areas for improvement, and implement data-driven optimizations to enhance efficiency and effectiveness.
• Develop and deliver comprehensive status reports and presentations to communicate project progress, challenges, and outcomes across multiple layers of management.
• Align project deliverables with business objectives by defining clear outcomes and ensuring that all project activities contribute to achieving these goals.

Required qualifications, capabilities, and skills

• 5+ years of experience or equivalent expertise in technical project management, leading complex technology projects and programs in a large organization.
• Proven track record in stakeholder management, with the ability to establish productive working relationships and influence decision-making across cross-functional teams and clients.
• Exceptional verbal and written communication skills, with the ability to tailor messages to diverse audiences across various management levels.
• Proven track record of effectively managing resources, budgets, and high-performing teams in a fast-paced, outcome-focused environment.
• Proven ability to manage large-scale projects with cross-functional teams.
• Ability to analyze complex data and project metrics to provide insights and recommendations for project improvements and strategic decisions.
• Strong technical background in network technologies and WAN systems to facilitate informed decision-making and effective communication with technical teams.
• Experience in managing change within a project or program, including communication strategies to support transitions and adoption of new processes.
• Able to provide samples of past work, such as status updates to senior leadership or communications on major issues.

Preferred qualifications, capabilities, and skills

• Experience in network project management, particularly in Wide Area Networks.
• Strong understanding of global network infrastructure and technologies.
• Excellent communication and stakeholder management skills.
• Proficiency in project management tools (including Office, Project, Confluence, and Visio) and methodologies (Agile and Waterfall).
• PMP or PRINCE2 certification and relevant micro-certifications preferred.
• Ability to analyze and mitigate risks effectively.
• Strong leadership and decision-making capabilities.

As an Executive Administrative Assistant within Commercial Banking, you will oversee complex schedules, coordinate travel arrangements, and assist with local events and projects for the business. You may also support activities such as managing office needs, handling client tickets, ensuring compliance, or addressing business travel tax requirements. You will leverage your thought leadership to prioritize tasks, optimize executives' time, and work collaboratively with colleagues to provide comprehensive on-site support and backup coverage. Additionally, you will engage with key stakeholders in the business and partner with various teams, such as Office Management, to successfully complete projects.

Job Responsibilities:

• Manage complex calendars for leaders in a fast paced and dynamic environment, arrange travel plans, adjust and prioritize last-minute changes including logistics such as conference rooms, events, and catering, etc.
• Support local event planning and execute as needed and/or support local employee engagement activities such as team recognition, events, etc.
• Support physical demand required in providing site support for local office requirements including phone coverage, assistance with new hire integration, facilities maintenance, supplies, floor access, presence at local events, greeting clients and guests and escorting them throughout the location, food orders/set up and takedown of conference rooms, ensuring superior client service at all times
• Provide general team support such as time keeping, training tracking, and assist in ad hoc projects as needed
• Maintain confidential data, enforce internal controls, and comply with policies and procedures
• Support Catalyst or other LOB reporting activity within scope for role and simple reporting for the business such as pulling canned reports and scorecards
• Collaborate effectively with colleagues and team members, assisting with projects and tasks as needed
• Arrange and coordinate complicated domestic and international travel. Have travel planning skills and knowledge
• Commit to customer service and ability to work in team-oriented environment tied to solid judgment, decision making and problem solving skills

Required qualifications, capabilities and skills:

• At least 3+ years of administrative support experience with background in a client facing sales and financial services environment
• Strong organizational skills and ability to work independently in a demanding, changing and fast paced environment
• Self-motivated, personal leadership, ability to be discrete, highly collaborative and team oriented
• Effective interpersonal skills and excellent communication - confident, organized, and clear
• Fluent in Microsoft Office, PitchPro and Adapts easily to process changes and learns new technologies quickly
• Service oriented and able to greet clients, distribute packages, restock pantry items, and other floor duties as required.
• Strong knowledge of invoice payment processing and/or Sponsorship and Donation processes

Preferred qualifications, capabilities, and skills:

• Experience supporting at the Managing Director level (or equivalent) or above
• College degree is a plus

Job responsibilities

• Support Business Managers in partnership with industry group leads including Group Heads via tactical and strategic workstreams to help drive their businesses
• Assist with key business management functions including project management, analysis of sales/management reporting, and ad-hoc requests related to banker’s client portfolios
• Understand business drivers and financial results to support opportunities to grow the business
• Help manage the group’s portfolio by supporting strategic targeting efforts from a tactical perspective, and by executing data maintenance and client transfers between lines of business
• Engage with bankers, payments teams, and other key business partners such as client service, Know Your Customer, marketing, credit, investment banking, as well as additional lines of business across JPMorgan Chase to gather input, insights, and data, that feeds into reporting leveraged by Global Corporate Banking, senior management in Commercial & Investment Banking, and senior partners across the firm
• Provide support to bankers as it pertains to systems and reporting tools such as Qlik Dashboard and Dash, while becoming subject matter experts in resulting reporting and researching issues as they arise such as product revenue misalignments and client profitability research/analysis
• Assist with select Global Corporate Banking-wide Business Management efforts under the direction of Business Managers
• Act as a local extension of Finance & Business Management by facilitating communication with the business, supporting Finance & Business Management efforts and working on joint projects
• Identify areas for continued process improvement and enhance efficiencies by generating innovative ideas and solutions
• Prepare presentation materials to be shared with management, business groups and other relevant stakeholders

Required qualifications, capabilities, and skills

• 4+ years of work experience in Commercial Banking, Business Management, Strategy, Finance, and Project Management
• Bachelor’s degree in Business, Finance, Economics, or a related field
• Strong organizational skills to manage multiple tasks and priorities; proactive and detail-oriented
• Ability to respond quickly to changing business needs and urgent requests
• Strong verbal and written communication skills; professional and concise presentation of ideas
• Proactive in providing timely updates to Business Managers and other partners
• Strong problem-solving and analytical capabilities; intellectually curious
• Ability to produce accurate, error-free analysis and reporting; synthesizes large data sets
• Confidence and empowerment in communication; collaborates effectively across the business
• Proficiency in Excel and PowerPoint
• Familiarity with JPMC systems (e.g., Dash, Company IQ, Client Central, PitchPro) and data visualization tools (Qliksense, Tableau)

NOTE: This position isnoteligible for sponsorship